Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dominguez Wealth Management Solutions, Inc. (CIK 1881335) reported $165.0M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($24.8M, 15.00%), AAPL ($18.4M, 11.13%), SGOV ($14.5M, 8.77%), FIXD ($14.3M, 8.64%), SPLV ($12.4M, 7.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $24.8M | 15.00% | 56,673 | Added |
| 2 | AAPL | APPLE INC | $18.4M | 11.13% | 72,345 | Trimmed |
| 3 | SGOV | ISHARES TR | $14.5M | 8.77% | 143,784 | Trimmed |
| 4 | FIXD | FIRST TR EXCHNG TRADED FD VI | $14.3M | 8.64% | 327,078 | Added |
| 5 | SPLV | INVESCO EXCH TRADED FD TR II | $12.4M | 7.50% | 169,255 | Added |
| 6 | BALT | INNOVATOR ETFS TRUST | $9.2M | 5.55% | 273,693 | Added |
| 7 | JNJ | JOHNSON & JOHNSON | $5.8M | 3.48% | 23,527 | Trimmed |
| 8 | EFG | ISHARES TR | $4.5M | 2.72% | 40,333 | Added |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.3M | 1.99% | 65,855 | Added |
| 10 | PG | PROCTER & GAMBLE CO | $2.9M | 1.75% | 20,024 | Trimmed |
| 11 | EMR | EMERSON ELEC CO | $2.8M | 1.71% | 21,496 | Trimmed |
| 12 | AFL | AFLAC INC | $2.7M | 1.65% | 24,773 | Trimmed |
| 13 | MRK | MERCK & CO INC | $2.7M | 1.62% | 22,238 | Trimmed |
| 14 | EEM | ISHARES TR | $2.7M | 1.62% | 47,147 | Added |
| 15 | LMT | LOCKHEED MARTIN CORP | $2.5M | 1.54% | 4,197 | Added |
| 16 | IWP | ISHARES TR | $2.4M | 1.43% | 18,385 | Added |
| 17 | IJT | ISHARES TR | $2.3M | 1.37% | 15,591 | Added |
| 18 | IVW | ISHARES TR | $1.9M | 1.12% | 16,389 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $1.8M | 1.09% | 10,272 | Trimmed |
| 20 | T | AT&T INC | $1.8M | 1.06% | 60,497 | Added |
| 21 | TGT | TARGET CORP | $1.7M | 1.01% | 13,692 | Added |
| 22 | KMB | KIMBERLY-CLARK CORP | $1.6M | 0.99% | 16,997 | Added |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | $1.4M | 0.84% | 22,928 | Added |
| 24 | FDG | AMERICAN CENTY ETF TR | $1.4M | 0.84% | 12,184 | Trimmed |
| 25 | IWR | ISHARES TR | $1.3M | 0.81% | 13,828 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31